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Wellington Wealth Strategies’s Public Storage PSA Stock Holding History

Wellington Wealth Strategies’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,427
Closed -$411K – 88
2024
Q2 		$411K Buy
+1,427
New +$394K 1.72% 12
2024
Q1 		– Sell
-1,196
Closed -$365K – 170
2023
Q4 		$365K Buy
+1,196
New +$317K 0.31% 54
2020
Q4 		$365K Buy
+1,196
New +$274K 0.31% 55

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wellington Wealth Strategies's PSA Position: Q3 2024 in Review

Wellington Wealth Strategies sold out of Public Storage (PSA) in Q3 2024, closing a stake of 1,427 shares — an estimated $411K sold.

Wellington Wealth Strategies first reported a position in PSA in Q4 2020 and held it in 3 quarters. The position peaked at $411K in Q2 2024. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • Wellington Wealth Strategies reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 1,427 Public Storage shares in Q3 2024, an estimated $411K.
  • Wellington Wealth Strategies first reported a position in Public Storage in Q4 2020 and held it in 3 quarters.
  • Wellington Wealth Strategies's Public Storage position peaked at $411K in Q2 2024.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Wellington Wealth Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.